• Fidelity Custodial Relationship Now Available At Whitaker-Myers Wealth Managers

  • Sep 28 2024
  • Length: 10 mins
  • Podcast

Fidelity Custodial Relationship Now Available At Whitaker-Myers Wealth Managers

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  • Summary

  • Financial Advisor John-Mark Young of @whitaker-myerswealthmanage2043 discusses the exciting announcement that Whitaker-Myers Wealth Managers is now large enough to have a multi custodial relationship. While clients can still enjoy having their accounts held at Charles Schwab, we now have the ability to open accounts (IRA, Roth, HSA, SEP, SIMPLE, Brokerage or Bridge Accounts, etc.) at Fidelity through their RIA Custodial Platform. This expands our ability to serve clients already at Fidelity as well as opens up two new exciting features: Fidelity BrokerageLink and Fidelity Health Savings Accounts.

    Name and locations may have changed to protect privacy.

    Email your questions to: nationalsmartvestor@whitakerwealth.com

    This video series is in the heart of @TheRamseyShow and @TheRamseyShowEpisodes We love Dave Ramsey and his team and how they teach individuals and families to live and give like no one else.

    https://www.whitakerwealth.com/
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